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As with any meaningful learning process, a BA requires careful planning and sufficient time (normally 6-8 months from initial planning to final report). This does not have to be overwhelming, however. It is mostly a matter of following a set of seven basic steps, summarised below. Templates for various tasks within the steps can be found on the BA tools and templates page.
Basic Steps
(7 Steps)
Step 1: Initial Planning
Key elements
Additional planning
Indicative timeline
Step 2: Training and Validation of Method and Tools
Key Eeements
Step 3: Implementation
Step 4: Analysis
Additional Planning
Step 5: Validation of Results
Step 6: Reporting and Distribution
Key Elements
Step 7: BA follow up
BA Timing - When to Consider Doing a BA
As a BA is intended to both provide insight into project impact and feed into future planning, the two most important timing issues are that a project (or potentially a programme):
Additional Notes
As with most research exercises, it is sometimes necessary or useful to adapt the methodological approach to suit local circumstances. In addition, and depending on levels of experience and complexity of task, it is highly recommended to consider the following possible BA elements:
Description of how a BA was conceived and implemented in Southern Africa, from the point of view of an SDC Regional Programme Manager (PDF)
BA How-to Note